Wednesday, November 7th, 2007
The Inheritance Windfall an Urban LegendEconomists, financial advisors, even government tax collectors all agree, the greatest generation were a pack of savers. As they pass away over the next 5-20 years will leave behind Trillions of dollars in wealth. Estimate figures range from 1 to 14 Trillion, I have just ...
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Wednesday, November 7th, 2007
Wealth ManagementWhen was the last time you saw a magazine article where a financial planner states "Boomers are not saving enough for retirement!" Even if this message is true, it is extremely self-serving of the financial planning community to continue to beat this drum to sell their services? Fear sells, ...
Posted in ab trust, Executor Fees, sample wills, Trusts attorney | No Comments »
